No longer accepting applications
Wealth Management Manager
Maple Capital AdvisorsPushkar, Republic Of India, IN20 hours ago
Job descriptionDevelop personalized financial and investment plans covering asset allocation, retirement, tax, and estate planning. Recommend suitable products across equities, bonds, mutual funds, alternates (PMS, AIFs, PE), and insurance. Monitor and rebalance client portfolios periodically to reflect market conditions and evolving client objectives. Stay updated on market trends, regulatory developments, and emerging financial products to provide informed advice. Identify and pursue new business opportunities through referrals, networking, and client expansion. Contribute to SIP book development and firm-level revenue growth targets. Demonstrate proactive engagement in client acquisition, upselling, and cross-selling wealth management solutions. Ensure all investment recommendations and client transactions comply with regulatory and internal standards (KYC, FATCA, AML, etc.). Maintain meticulous records, documentation, and reporting as per firm protocols. Collaborate with internal teams and external experts (legal, tax, estate planning) to deliver integrated wealth solutions. Promote digital adoption for client servicing, portfolio monitoring, and performance tracking. 3+ years of relevant experience in Wealth Management, Private Banking, or Financial Advisory. Proven success in managing HNI client portfolios and delivering goal-based investment solutions. Strong understanding of financial planning, portfolio management, and investment products. Excellent communication, interpersonal, and relationship management skills. Analytical mindset with strategic thinking and business development capability. Sound knowledge of Indian tax laws, regulatory norms, and compliance frameworks. Client-centric approach, high integrity, and ability to thrive in a fast-paced, entrepreneurial setup. Bachelor’s degree in Finance, Economics, Commerce, or related fields. Preferred qualifications : MBA, CFA, CFP, or CWM. Strong academic record and long-term interest in the wealth management domain. Proficiency in financial planning tools, portfolio management software, and MS Office. Based in Delhi / NCR (preferred).
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client’s goals and risk appetite.
The ideal candidate will have prior branch or frontline experience in wealth management or private banking, with a strong understanding of mutual funds, financial planning, and compliance frameworks.
About Maple Capital Advisors
Maple Capital Advisors (www.Maple-advisors.Com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management . We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.Pandionpartners.Com).
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution.
Role Overview :
Client Relationship Management
- Build and maintain trusted, long-term relationships with high-net-worth clients, acting as their primary point of contact.
- Understand client goals, financial situations, and risk tolerance to develop tailored wealth strategies.
- Conduct regular meetings and portfolio reviews to ensure client satisfaction and retention.
Financial & Investment Advisory
Business Development & Revenue Growth
Operational Excellence & Compliance
What We’re Looking For
Qualifications
Create a job alert for this search
Manager Wealth • Pushkar, Republic Of India, IN
Related jobs
- Promoted
VP - UHNI Engagement
ATRIOS ConsultingPushkar, IN We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 2 days ago
- Promoted
Virtual Relationship Manager
upGrad RekrutAjmer, Republic Of India, IN Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 1 day ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHAjmer, Republic Of India, IN Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 1 day ago
- Promoted
Financial Planning And Analysis Manager
BrightEdgePushkar, Republic Of India, IN BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show moreLast updated: 16 days ago
- Promoted
Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
ConfidentialAjmer, India We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients.
The role involves deep engagement with clients to und...Show moreLast updated: 5 days ago
- Promoted
H1B Resource Deployment Manager
PTR Globalpushkar, gujarat, in Pinnacle Group is a nationally recognized leader in workforce solutions, known for delivering high-impact staffing, talent management, and contingent workforce programs.
We support some of the most ...Show moreLast updated: 27 days ago
- Promoted
Vp - Uhni Engagement
ATRIOS ConsultingPushkar, Republic Of India, IN We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 2 days ago
- Promoted
Financial Planning and Analysis Manager
BrightEdgePushkar, IN BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show moreLast updated: 30+ days ago
- Promoted
Digital Revenue Growth Manager
Anand Rathi Share and Stock Brokers LtdAjmer, Republic Of India, IN Lead, manage, and motivate a team of Virtual Relationship Managers to achieve revenue growth and client activation goals for stock market products like Equities, F&O, Commodities, MTF, ETFs, Mutual...Show moreLast updated: 2 days ago
- Promoted
Business Development Manager - Staffing Services
Zyxware Technologiespushkar, gujarat, in Business Development Manager - Staffing Services.We are seeking a results-driven Business Development Manager to drive revenue growth by acquiring new clients and expanding our staffing services ac...Show moreLast updated: 30+ days ago
- Promoted
Chief Manager - Projects- SS
ConfidentialBeawar, India Responsible for end-to-end construction / Project execution activities – SUB STATION- AIS / GIS and To monitor Project Execution, Row issues, Administration Coordination.
Key Accountabilities / Respon...Show moreLast updated: 5 days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedPushkar, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago